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Regal Investment Advisors’s iShares MBS ETF MBB Stock Holding History

Regal Investment Advisors’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.4M Buy
77,886
+1,044
+1% +$99.7K 0.43% 62
2025
Q4 		$7.32M Buy
76,842
+4,887
+7% +$466K 0.44% 57
2025
Q3 		$6.85M Buy
71,955
+1,326
+2% +$125K 0.45% 57
2025
Q2 		$6.63M Sell
70,629
-425
-0.6% -$39.4K 0.5% 55
2025
Q1 		$6.66M Sell
71,054
-13,748
-16% -$1.27M 0.54% 47
2024
Q4 		$7.77M Buy
84,802
+11,861
+16% +$1.1M 0.58% 42
2024
Q3 		$6.99M Buy
72,941
+22,946
+46% +$2.17M 0.49% 50
2024
Q2 		$4.59M Buy
49,995
+3,174
+7% +$289K 0.3% 94
2024
Q1 		$4.33M Buy
46,821
+1,727
+4% +$160K 0.3% 99
2023
Q4 		$4.24M Buy
45,094
+1,947
+5% +$175K 0.32% 93
2023
Q3 		$3.83M Sell
43,147
-6,903
-14% -$631K 0.32% 86
2023
Q2 		$4.67M Buy
50,050
+1,835
+4% +$173K 0.39% 77
2023
Q1 		$4.57M Buy
48,215
+7,154
+17% +$676K 0.4% 76
2022
Q4 		$3.81M Buy
41,061
+29,616
+259% +$2.73M 0.37% 74
2022
Q3 		$1.05M Sell
11,445
-517
-4% -$50.1K 0.11% 175
2022
Q2 		$1.17M Sell
11,962
-495
-4% -$48.5K 0.12% 167
2022
Q1 		$1.27M Buy
12,457
+225
+2% +$23.5K 0.12% 177
2021
Q4 		$1.31M Buy
12,232
+1,740
+17% +$187K 0.12% 188
2021
Q3 		$1.14M Buy
10,492
+758
+8% +$82.2K 0.11% 201
2021
Q2 		$1.05M Buy
+9,734
New +$1.06M 0.11% 202
2021
Q1 		– Sell
-11,081
Closed -$1.22M – 266
2020
Q4 		$1.22M Buy
+11,081
New +$1.22M 0.14% 157
2020
Q3 		– Sell
-11,147
Closed -$1.23M – 158
2020
Q2 		$1.23M Buy
+11,147
New +$1.23M 0.23% 106
2017
Q3 		– Sell
-4,783
Closed -$511K – 290
2017
Q2 		$511K Sell
4,783
-2,653
-36% -$284K 0.13% 165
2017
Q1 		$792K Sell
7,436
-690
-8% -$73.3K 0.21% 128
2016
Q4 		$864K Sell
8,126
-11,982
-60% -$1.3M 0.24% 118
2016
Q3 		$2.21M Sell
20,108
-4,309
-18% -$474K 0.63% 61
2016
Q2 		$2.69M Buy
24,417
+2,061
+9% +$226K 0.74% 55
2016
Q1 		$2.45M Sell
22,356
-11,241
-33% -$1.23M 0.66% 63
2015
Q4 		$3.62M Sell
33,597
-45,705
-58% -$4.97M 0.94% 31
2015
Q3 		$8.69M Buy
79,302
+50,676
+177% +$5.53M 2.26% 2
2015
Q2 		$3.11M Sell
28,626
-819
-3% -$89.7K 0.84% 32
2015
Q1 		$3.25M Sell
29,445
-2,926
-9% -$321K 0.8% 27
2014
Q4 		$3.54M Buy
32,371
+1,900
+6% +$207K 0.95% 16
2014
Q3 		$3.29M Buy
30,471
+6,189
+25% +$668K 1% 18
2014
Q2 		$2.63M Buy
24,282
+22,539
+1,293% +$2.42M 0.94% 19
2014
Q1 		$185K Buy
1,743
+1,525
+700% +$162K 0.08% 191
2013
Q4 		$23K Sell
218
-2,661
-92% -$281K 0.01% 424
2013
Q3 		$305K Sell
2,879
-12,442
-81% -$1.3M 0.18% 136
2013
Q2 		$1.61M Buy
+15,321
New +$1.64M 0.89% 22

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Regal Investment Advisors's MBB Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares MBS ETF (MBB) stake by 1.4% in Q1 2026, buying an estimated $99.7K and bringing the position to 77,886 shares worth $7.4M. The position accounts for 0.43% of the portfolio, ranked #62.

Regal Investment Advisors first reported a position in MBB in Q2 2013 and has held it in 39 quarters since. The position peaked at $8.69M in Q3 2015. 1,021 funds tracked by Wall St. Rank hold MBB as of Q1 2026.

  • Regal Investment Advisors held 77,886 shares of iShares MBS ETF worth $7.4M as of Q1 2026.
  • Regal Investment Advisors bought 1,044 iShares MBS ETF shares in Q1 2026, an estimated $99.7K.
  • iShares MBS ETF made up 0.43% of Regal Investment Advisors's portfolio in Q1 2026, its #62 holding.
  • Regal Investment Advisors first reported a position in iShares MBS ETF in Q2 2013 and has held it in 39 quarters since.
  • Regal Investment Advisors's iShares MBS ETF position peaked at $8.69M in Q3 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares MBS ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.